WealthTrust Asset Management is an experienced portfolio manager designed to partner with Advisors to meet their clients' investment needs. With ten (10) DBS investment portfolios from which to choose, we can meet investment objectives from conservative income to long term growth. Headquartered in Destin, Florida, the company is led by President and Chief Investment Officer, John G. McHugh.
To provide investment portfolio management to advisors and their clients through our time-tested quantitative methodology. WealthTrust Asset Management is not in business to simply manage investment portfolios. Our goal is also to build a partnership with Advisors, to help them grow their business, and offer solutions to meet their clients' investment needs.
To provide investment portfolio management to advisors and their clients through our time-tested quantitative methodology. WealthTrust Asset Management is not in business to simply manage investment portfolios. Our goal is also to build a partnership with Advisors, to help them grow their business, and offer solutions to meet their clients' investment needs.
Services
From our short-term fixed income portfolio to our equity portfolios, the WealthTrust DBS Portfolios are designed to fit a spectrum of investment objectives and risk tolerances. John McHugh, President and Chief Investment Officer, heads up a team of analysts who select and monitor the underlying investments of each of the DBS portfolios.
An investment hedge involves owning a security position that would be inverse in performance from another security held in the portfolio. In theory, as one position loses value, the other position gains value of a similar magnitude. Investment managers use hedging strategies to help reduce risk in a portfolio and, ideally, invest in hedges that can be applied and removed quickly.
Our proprietary 17 Point Check, also known as an Equity Portfolio Review, was designed to help an Advisor and their client understand the underlying "health" of the holdings in a portfolio including Individual Equities, ETFs and Mutual Funds.
A comprehensive report with important categories such as PEG Ratio (Price to Earnings/Growth), EPS (Earnings per Share) Surprises, Price to Sales ratios help you evaluate the holdings vs. standard benchmarks as well as the averages of our WealthTrust DBS Portfolios.Price appreciation alone does not indicate overall "health."
A comprehensive report with important categories such as PEG Ratio (Price to Earnings/Growth), EPS (Earnings per Share) Surprises, Price to Sales ratios help you evaluate the holdings vs. standard benchmarks as well as the averages of our WealthTrust DBS Portfolios.Price appreciation alone does not indicate overall "health."
Call us at 850-460-8440 to speak John McHugh, our Chief Investment Officer, or 850-460-8442 to speak with Darlene Duncan, Senior Vice President. WealthTrust Asset Management, LLC is a Registered Investment Advisor (RIA). Additional information about WealthTrust Asset Management, LLC is available on the SEC's website at www.adviserinfo.sec.gov.
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